Client Plan Sponsor and Advisor/Consultant Experience Roundtable

2021 Program

Input into Roundtable activities at a planning and naming committee
Access to (and listening in) the EACH Enterprise online retirement plan community using the Hivebrite app (access to roster of contact among other benefits)
Client Relationship Management Sentiment Survey and Report (2 during the year)
4 employer polls ($14,000 sample budget)
Two viewpoint papers on strategic industry issues based on committee deliberations
Creation and maintenance of the 401(k)-listening post LinkedIn page
Creation and maintenance of the 401(k)-listening post Website
Posting of surveys and reports on the 401(k)-listening post LinkedIn page and website
Your company logo and positioning statement on the website of the 401(k) listening post
18 one-hour online meetings
- 6 for heads of Client Relationship Management
- 6 for heads of Strategic Account Management
- 6 for heads of Client / Advisor Experience and Marketing
1 in-person meeting in September 2021 (3 tracks and 3 registrations per company)
Other activities as budget allows and membership needs evolve

All meetings from 11:00 a.m. to 12:00 p.m. Eastern

Client Relationship

January 6, March 3, April 14, May 26, October 20 and November 30

Strategic Account Management:

January 19, March 16, April 27, June 8, November 2 and December 14

Client / Advisor Experience & Marketing:

February 2, March 9, April 20, June 1, October 26 and December 7

September 27-28, 2021 (tentative)

Boston, MA

On or before January 31, 2021: $4,800.00

After January 31, 2021: $6,000.00

Cancellation policy: There are no refunds for this program